Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,548 | $87,060+167.1% | $105,591+120.2% | $80,911+187.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 4490.96% | 17.05%+4473.9pp | 116.43%+4374.5pp | 35.63%+4455.3pp |
| Employer contribution / active EE | $21,760 | $2,396+808.1% | $3,166+587.3% | $2,756+689.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,884 | $8,442+123.7% | $11,024+71.3% | $6,935+172.3% |